Banking & Finance Intelligence

Analytics for Banking & Finance

Personalized Customer Service

When dealing with something as sensitive as finances, customers appreciate personalized service. Woopra’s Customer Profiles show your team each customer’s activity, such as when they manage their account online or download reports. This real-time insight enables your reps to assist customers in a more personalized and productive way.

Embed Woopra’s Customer Profiles directly within the CRM or help desk your team is already using. Use Woopra's pre-built integrations with your existing tools, such as Salesforce, so that your reps won’t have to switch back and forth between applications.

Julia Chan

Hooli, Inc.

Profile Info

Name

Julia Chan

Company

Hooli, Inc.

Email

julia@hooli.com

Role

Marketing

Budget

$8,000

Gender

Female

Trial

Yes

Signup

08/10/2013

Today

Downloaded Mortgage rate sheet

1 hour ago

Transferred money into Savings

4 hours ago

Paid Credit Card $2,597

1 hour ago

Logged in as Julia

6 hours ago

Yesterday

Read a blog post

29 hours ago

Submitted a ticket

32 hours ago

Received email

33 hours ago

Submitted a ticket

40 hours ago

Real-time Campaign Reporting

Measure the effectiveness of your campaigns in real-time. Whether advertising or email, you can instantly see how your campaigns perform so that you can tweak them on the fly. Stop wasting money while you wait hours for campaign results.

Funnel Analytics for Banking

Improve conversions by using Funnel Analytics to pinpoint where visitors are dropping off. For example, you can create a Funnel for a credit card application process to discover what hinders people from completing and submitting. You can also compare how different user segments move through the funnel to identify your best and worst performing types of customers. For example, you could compare user segments based on household income.